Best Finance Software for Freshsales

HubSpot is an AI-powered customer platform with all the software, integrations, and resources you need to connect your marketing, sales, and customer service. HubSpot's connected platform enables you to grow your business faster by focusing on what matters most: your customers. HubSpot CRM is more than just a tool. It's the lifeblood of your business. Our CRM is the ultimate solution to empower your team to create deeper customer relationships. It transforms how you interact with your clients. It offers a seamless integrated platform for sales and marketing, as well as customer service. HubSpot CRM gives you unparalleled insight into your customer interactions. It's all organized in a simple, intuitive dashboard that will increase the efficiency of your team. Our platform is designed to grow with your business, providing scalable solutions to adapt to changing business needs. HubSpot CRM also offers a robust, free version that is packed with essential features. This makes it the ideal choice for ambitious businesses. HubSpot CRM is the future of customer management. Every interaction with customers is an opportunity to grow. Get a demo to learn about our premium software, or get started with our full suite of free tool.

Save 90% for 6 months on Xero's award-winning accounting and online bookkeeping platform. Beautifully simple, Xero offers a wide range of features that help businesses manage their numbers effortlessly, including invoicing, inventory management, bank connections, payroll, reporting, and app integrations for a seamless user experience. Xero offers plans for businesses of any size, with room to grow. Xero provides a comprehensive ecosystem of integrated apps and connections to banks and financial institutions, allowing small businesses to access a variety of solutions within its open platform to efficiently manage their operations and finances. For accounting and bookkeeping practices, Xero offers powerful compliance tools, intelligent practice management software, and a centralized cloud-based accounting ledger for all clients, accessible in one place. Xero automates data entry by pulling sales and expense records directly from banks, invoicing apps, point-of-sale systems, and more. It securely connects to business bank accounts, eliminating manual data input, while smart bank reconciliation learns user preferences to streamline the process.

Messenger can turn conversation into customer loyalty. Messenger makes it easy to acquire customers by allowing people to take action right where they are spending their time. Messenger allows you to create a presence and allow people to browse your products or services and then purchase them in the conversation. Messenger can help you market your product or service to more people. Conversations create a meaningful connection between your business and customers, regardless of whether you're launching new products or increasing awareness. Customers can communicate with you on their terms by integrating Messenger into a customer service strategy. There's no need to wait on hold or keep your website open. Messenger is the best place to keep in touch with your agent and ask questions.

DealHub's award winning CPQ, CLM & remote Selling platform allows sales teams to have a personal dialogue with prospects all the way through their buying journey. DealHub users can benefit from real-time buyer intentions and sales insights throughout the entire sales process. This allows them to have faster time-to revenue and differentiate themselves from their competitors. The DealHub Platform offers: Guided Selling Playbooks Configure-Price-Quote (CPQ) Subscription Management Customer Contract Lifecycle Management (CLM). Digital DealRooms Dynamic Content Generation Real-time Buyer Intent and Insights E-signature DealHub is natively available within the CRM (Microsoft Dynamics Salesforce and Freshsales).

Boss Insights provides global leading access to business customers’ financial data with a single connection to accounting, banking, commerce, payroll, tax and more (i.e. Quickbooks, Stripe, SalesForce, etc.). It’s used by fintechs and neobanks to gain 60% increased automation, 100% automated scoring, 51% faster funding and 5x faster renewals.

QuickBooks Online is the most widely used accounting software in the entire world. QuickBooks Online simplifies accounting. Accounting software for small businesses that is #1 makes it easy to track receipts, income, transactions and more. You can take photos of receipts to link them with expenses. Our agents are available to answer any questions you may have about QuickBooks. Keep your business running smoothly by using the apps that you love. QuickBooks Online is compatible with PCs, Macs, tablets and phones. Click the link to get a 30-day free trial, and 50% off for your first three months. QuickBooks is more than just accounting software. QuickBooks helps you keep track of your income and expenses so that you can prepare for taxes. Customers save an average of $3,534 per year. Need more help? QuickBooks Live helps you to stay organized and ready for tax season. QuickBooks Mobile is a mobile application that helps you run your business anywhere, anytime.

Connect models to your data faster than ever before, create models 10x faster, and share them with beautiful visuals and interactive dashboards. Causal's formulas can be used in plain English, without cell references or obscure syntax. A single Causal formula can perform the work of dozens of spreadsheet formulas and even hundreds of spreadsheet formulas. Causal's Scenarios feature allows you to easily create and compare what-if scenarios. You can also work with ranges ("5-10") to see the full range of outcomes for your model. Startups use Causal for tracking KPIs, planning employee compensation, and building investor-ready financial models. You can create beautiful tables and charts without spending hours customizing and configuring. You can easily switch between summary views and time scales.

Easily implement pricing changes with no engineering effort. Analyze why your pricing isn't working, simulate different pricing models, and launch a new pricing in days, not months. Be prepared for a 6-8-month cross-functional scramble. It can be a nightmare juggling invoicing, billing, and begging engineers to make even the smallest changes to code, while also working with sales to ensure that the new pricing fits their CPQs and workflows. Togai provides the monetization tools you need to optimize and implement pricing without any dependencies. With just a few mouse clicks, you can simulate new pricing, track usage, schedule customized pricing models and automate internal revenue workflows. Our pricing simulator allows you to simulate different pricing plans and models based on your actual data.

HubSpot's AI powered customer platform puts your customers first, allowing you to grow more effectively. Connect your front-office teams with a complete view on the customer journey. Use AI-powered tools for a seamless experience with customers. Easily adapt to new industry trends and technologies. Traditional CRMs are not enough to drive growth. Most CRMs are not designed to connect with customers, which is crucial in an AI-driven environment where customers can easily explore, evaluate and buy. HubSpot's Customer Platform is so much more. It's powered with Smart CRM, which combines AI and customer data to help you adapt. It also has products for engaging customers throughout the entire journey and an ecosystem that includes integrations, education and community. It's designed to help businesses connect with their customers and grow.

No-code, one-time integrations are available for 200+ of the most popular platforms in the world. You can connect everyone, from HR and payroll to managing customers or vendors, without having to lift a finger. Our interface is so intuitive it almost looks like you're automating everything within QuickBooks. Integrate QuickBooks seamlessly with your accounting systems. This will eliminate data entry and increase productivity. Your franchise business will have easy access to accounting. A white-labeled app for accounting automation will help you stay ahead of your competitors and keep your customers coming back longer. Automate the tedious work between complex systems and connect them in one workflow. Integrate QuickBooks seamlessly with your accounting systems to reduce data entry and increase productivity. Your accountants can enjoy what they do and focus on meaningful tasks that have a greater impact.

Attract customers by creating beautiful, flexible and customizable order pages. Marketing tools can help you increase your sales. HostBill’s sleek technology covers all aspects for an ecommerce site, from setting up customer signup options to configuring product options and selecting payment methods. It also includes applying taxes and applying promo codes. Hostbill automates all your billing operations. From generating and sending an attractive PDF invoice at set intervals, notifying your staff and customers, sending reminders as needed, to collecting payment. HostBill manages your hosting service from signup through termination, and ensures that all resources for your customers are automatically provisioned in your control panel. HostBill can also help you with domain registration and transfer.

No more emailing. Drag and drop documents directly from your computer to our platform. Machine Learning algorithm recognizes historical patterns and learns transaction coding behavior for the invoice. Robust workflow to get approval or resolve exceptions. You can schedule payments through the integrated payment solution on our website or on-the-go with our mobile app. Our customer portal allows you to communicate with customers quickly and resolve billing queries. Automated and recurring billing solutions allow for quick customer billing. Automated billing and revenue tracking can improve your customer collection process to reduce manual effort. Integrated payment collection allows customers to send money directly to you by clicking a button. Based on historical trends, you can forecast your cash flow for the next three, three, or six month. To make better business decisions, gauge current profitability.

Plan together, identify bottlenecks, and make confident decisions in order to achieve your goals. Connect your marketing, finance, hiring, and sales plans quickly and accurately. Calculate metrics that are shared across geographies and market segments. Compare actuals with plans to determine which parts of your company are thriving or struggling. Predictive alerts will let you know if there are any deviations from your plan numbers. Connect and merge data from multiple sources to get a bigger picture. With the best-in class visualizations, you can customize financial reports and optimize revenue, costs & profits. Consolidate data from multiple sources to gain complete visibility of business performance. This includes ERP, CRM, billing systems, databases, Excel & CSV.